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Business Application Specialist jobs in United States
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RBC · 10 hours ago

Business Application Specialist

RBC Wealth Management Canada is seeking a Business Application Specialist to join the Training & Development department. The role focuses on delivering application-based training and support to branch teams to enhance their efficiency and effectiveness in wealth management processes.
BankingFinancial ServicesWealth Management

Responsibilities

Deliver personalized technology training and coaching in-person and virtually to an assigned portfolio of branches for account administration, portfolio management, trading, client relationship management, wealth management, and business development
Conduct effective discovery to understand IC/Management team’s needs, challenges and workflows, and adoption gaps where technology can improve efficiency and client outcomes
Handle questions, objections, and challenges through effective problem-solving and application expertise, reinforcing best practices and correct system usage
Proactively offer tailored training recommendations based on available training & adoption data and specific areas of branch focus aligned to branch priorities and business goals
Encourage adoption of new tools and processes, supporting the firm in realizing long-term value and a strong return on technology investments
Deliver monthly thought-leadership branch presentations both in-person and virtually, showcasing applications processes and features to help IC teams realize key benefits for business success

Qualification

Wealth management knowledgeBusiness applications expertiseTrainingDevelopmentPublic speakingCoaching othersCustomer knowledgeGroup problem solvingCommunicationProfessional presentationResults-oriented

Required

In-depth knowledge and understanding of the wealth management industry
In-branch experience with a strong understanding of business applications, processes, and tasks
Aptitude toward learning new software, ability to multitask and ability to demonstrate and present essential information in a concise way
Above average inter-personal skills, including the entrepreneurial perspectives of Investment Counsellors

Preferred

Strong public speaker; comfortable and able to clearly facilitate and deliver a message to a moderate sized group of peers
Experience in a training or coaching capacity, along with a consulting and problem-solving skill set

Benefits

This position may be eligible to receive a discretionary/variable incentive payment.

Company

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.

Funding

Current Stage
Public Company
Total Funding
$17.46B
2026-02-04Post Ipo Debt· $1.17B
2025-10-30Post Ipo Debt· $5B
2025-09-15Post Ipo Debt· $1.35B

Leadership Team

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Graeme Hepworth
Chief Risk Officer
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Kelly Bradley
Chief Human Resources Officer
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Company data provided by crunchbase